2023 Form 5500 filing — Wake Internal Medicine Consultants Inc. 401k
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250115100212NAL0021576113001) for Wake Internal Medicine Consultants Inc. 401k, reported by Wake Internal Medicine Consultants, Inc. under EIN 56-1231430 and plan number 002. It reports 178 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250115100212NAL0021576113001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wake Internal Medicine Consultants, Inc.
- EIN
- 56-1231430
- Plan number
- 002
- Location
- Raleigh, NC
- Participants
- 178
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,239,826
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,239,826
- Employer contributions
- $1,341,959
- Participant contributions
- $909,376
- Total income / additions
- $7,855,224
- Benefits paid
- $3,168,819
- Administrative expenses
- $75,450
- Total expenses
- $3,244,269
- Net increase / (decrease)
- $4,610,955
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ascensus LLC | NONE | $47,296 | $0 |
| Curi Wealth Management LLC | NONE | $28,128 | not reported in the loaded dataset |
| Td Ameritrade, Inc. | NONE | $25 | not reported in the loaded dataset |